Shanghai Longcheer Technology Co., Ltd. in 1 story
The narratives 603341.SS currently appears in, with its side and exposure in each.
Bull side
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Bear side
1 story- AI's Memory Tax
603341.SS in “AI's Memory Tax”
FadingExposure: not rated yetAI compute is only as useful as the high-bandwidth memory feeding it.
Longcheer's contract manufacturing of smartphones and smart devices leaves it exposed to higher DRAM and NAND bills of materials with limited pricing power.